51 terms. Underlined words in the articles open these definitions.
- Account owner
The user responsible for a customer in CRM; new collection cases and sales order follow-ups go to them. No screen sets it in this release.
See Customer 360 and the statement of account, What CRM does not do
- Activity
A record of something done with a customer: a call, meeting, visit, email, task or note.
- Advance held
A customer's credit balance (paid in advance), shown as a positive amount. Totals of what customers owe leave advances out.
See Where the money figures come from, CRM figures differ from the ledger report
- Ageing bucket ageing buckets
Not due, 1-30, 31-60, 61-90 and 90+ days past the due date. Together they equal Outstanding.
See Where the money figures come from, Receivables: ageing and expected cash
- Balance after
The customer's ledger balance in the sale's branch, plus what this sale leaves owing. It is compared with the credit limit.
- Broken promise
A promise judged Broken or Partial in the last 90 days, or still open after its date. It raises the worklist priority and costs health points.
See Promises to pay, The Customers page, health and segments
- Business unit business units
Where your company keeps credit limits per business unit, the credit check uses the limits and the balance of the sale's business unit.
See Customer details in Accounting that CRM uses, How credit control works
- Cash sale
A sale to the cash book or a cash selling customer, or paid in full with the sale. A cash mark on the document does not count by itself.
- Cash selling customer cash customer
A customer marked as cash on the customer screen in Accounting: sales to them are never on credit, so they are never checked.
See What counts as a cash sale, Customer details in Accounting that CRM uses
- Collectible
Overdue money less the amounts under an open dispute: what collections chase.
- Collection case collection cases
CRM's record of the collection work for one customer (COL-...): the dunning stage, the collectible amount, the collector, promises and follow-ups.
See The dunning ladder and collection cases, The Collections desk
- Collection effectiveness CEI
(opening + credit sales - closing) / (opening + credit sales - closing not due), in percent: how much of what could be collected was collected.
- Collector
The person working a customer's collection case, set with Assign collector; by default the customer's account owner.
- Counted customer counted customers
A customer CRM includes in its lists and totals: every active one, and a switched-off one while it still has money on the books.
- Credit action Amount limit actions, Day limit actions
Block, Warning or Ignore: what breaking the credit limit or the credit days does to a sale. Empty means ignore.
See How credit control works, Customer details in Accounting that CRM uses
- Credit approver credit approvers
A user whose role has the credit approval permission: they decide credit releases, put customers on and off credit hold, and switch credit enforcement.
- Credit blocked
The outcome that stops a credit sale: it is refused and nothing is saved, unless an approved credit release of the same person covers it.
See Save a credit sale: what you see, Credit releases: ask, decide, use
- Credit days Day limit, credit term
How many days a customer has to pay: the Day limit in Accounting. A sale is outside it when the document gives more days, or the oldest unpaid bill is at least that old.
Checked on invoices (also POS bills and recurring invoices) and delivery notes, not on orders. A Day limit of 0 with Block blocks every credit invoice and delivery note.
See How credit control works, The customer is blocked, but they paid
- Credit Desk
The credit controller's screen: the release queue, your own requests, customers over their limit or on hold, and any customer's credit position.
See The Credit Desk
- Credit hold
A credit controller's stop on a customer, with a reason: every credit sale is blocked until the hold is lifted. Cash sales are not affected.
See Credit hold
- Credit limit Amount limit
The most a customer may owe: the Amount limit on the customer in Accounting. Its action decides whether going over it blocks, warns or is ignored.
Changed only on the customer in Accounting, under Credit settings. A limit of 0 with Block blocks every credit sale that leaves anything owing. Where limits are kept per business unit, the limit of the sale's business unit is used.
See How credit control works, Customer details in Accounting that CRM uses
- Credit position
A customer's balance, limits and actions, oldest unpaid bill, hold and approved releases, as the credit check reads them.
- Credit release credit releases, release request
An approver's one-time permission for one blocked sale of the person who asked, for an amount and until a date. Numbered CRL-.
Statuses: Pending, Approved, Used, Rejected, Expired, Cancelled. The person who asked can never decide their own request.
- Credit warning
The outcome that lets a sale through after you read why it is outside the customer's credit terms (Continue and save).
- CRM switch
The switch, set by your Penahak contact, that turns CRM on for your whole company. A licence does not turn it on by itself.
- Customer 360
The one-customer page: the Money, Commerce, Relationship and Service tabs, and the statement of account.
- Days sales outstanding DSO
Receivables x 90 / sales of the last 90 days: roughly how many days of sales are unpaid. The best possible figure uses only the part not yet due.
- Dispute disputes
A customer's disagreement with a bill, kept as a case. While it is open, its amount is left out of collections.
- Do not contact do-not-contact
A customer who asked not to be contacted: no collection calls can be booked for them, and the nightly run opens no work for them.
- Document thread document threads
A conversation about one sales document, with an owner, a status and tagged colleagues.
- Dunning letter
A letter printed from Collections for an account at one of the five stages, from a payment reminder to account on credit hold. Printing it records nothing.
- Dunning stage dunning ladder
One of five steps a collection case climbs by the age of the oldest overdue bill: Friendly reminder (1 day) to Credit hold (91 days).
- Follow-up
A dated task: who must do what for a customer, and when. Made by hand, by promises, by the dunning run and by sales orders.
- Headroom Credit headroom
Credit limit less what the customer owes (in the credit dialog: less the balance after this sale). Negative means over the limit.
See Where the money figures come from, How credit control works
- Health score health band
0 to 100, from overdue money and its age, the limit, a hold, broken promises, disputes, tickets, inactivity and slow payment. 80+ Healthy, 60+ Watch, 40+ At risk, below that Critical.
- Local currency NPR
CRM shows every balance in your company's currency (NPR), like the ledger; a foreign amount as entered is shown beside it.
- Nightly run nightly collections run
The CRM run every night: it judges promises, moves collection cases up the dunning ladder and expires unused releases.
- Oldest unpaid bill
How many days ago the oldest bill still unpaid was dated (from the bill date), settling payments against the oldest bills first. Used by the credit-days rule.
See How credit control works, The customer is blocked, but they paid
- Open bill
A sales invoice (not cancelled) or opening bill not yet fully settled by posted receipts, returns or credit notes that name it.
- Opportunity opportunities
A possible sale to a customer, with a value, a pipeline stage, a probability and an expected close date. It posts nothing.
- Outstanding
The customer's ledger balance in local currency, as the ledger report shows it; a minus figure when they paid in advance.
- Overdue
Money in bills past their due date: the 1-30, 31-60, 61-90 and 90+ day buckets together.
- Paid now paid in full
What is received with the sale itself: a receipt saved with the invoice, or on the POS the payments less change plus loyalty points. A sale paid in full is never checked.
- PDC in hand Cheques in hand, post-dated cheque
Post-dated cheques and provisional cash received but not yet deposited or cleared, less what has already come in on them. Not money received until the receipt is posted.
See Where the money figures come from, Receivables: ageing and expected cash
- Posted receipt posted receipts
A receipt that has reached the customer's ledger. A receipt waiting for approval does not count in CRM: not for balances, bills or promises.
See Where the money figures come from, Customer details in Accounting that CRM uses
- Promise to pay promises to pay
What a customer promised to pay and by when. The nightly run judges it Kept, Partial or Broken against posted receipts, with one day's grace.
See Promises to pay
- Receipt on account receipts on account
A receipt that names no bill. CRM's ageing applies it to the oldest bills first.
See Where the money figures come from, CRM figures differ from the ledger report
- Response time
The hours a service ticket has; it is due at its creation time plus those hours. At risk means due within an hour, or past due.
See Service tickets and document threads, CRM settings and what each one does
- Segment segments
A filter chip on Customers (Owe money, Overdue, At risk, ...). Its count always equals the rows it shows.
- Unbilled debit
Part of a ledger balance with no bill behind it (a debit journal, an opening balance without bills). CRM ages it as not due.
- Weighted forecast
The value of open deals times their stage's probability.